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BYD Boyd Gaming Corporation

Consumer Discretionary, filed as BOYD GAMING CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 1.9%
  • $234M
  • 1 add 1 small

In 2026 Q2 Ron Baron added to Boyd Gaming.

Who owns this now

Largest portfolio weights among holders, up to 1.9% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers Reduce 1.9%
  2. Ron Baron Add 0.06%

Who owns BYD

Sorted by value, long equity only, as of 2026 Q2.

History
John Rogers, Ariel Investments 1.9%, was 2.1% Small trim −4.0% 2,182,342 $193M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06%, was 0.02% Add +485.0% 466,256 $41M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BYD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BYD insider trades
  • None no insider bought on the open market
  • $26.4M sold by 7 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Marianne Boyd Johnson Director
    Sale
    $984 12 shares at $82.00 <0.1% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  2. Josh Hirsberg CFO
    Sale
    $1.1M 12,777 shares at $89.76 2.9% of stake
    Traded Jul 28 Filed Jul 28
    ↗
  3. Uri Clinton Chief Legal Off. & Secretary
    Sale
    $304K 3,468 shares at $87.69 5.8% of stake
    Traded Jun 9 Filed Jun 9
    ↗
  4. Keith Smith CEO
    Sale
    $8.6M 100,000 shares at $85.90 9.1% of stake
    Traded Jun 3 Filed Jun 4
    ↗
  5. Christine J. Spadafor Director
    Sale
    $100K 1,237 shares at $80.91 12% of stake
    Traded May 13 Filed May 14
    ↗
  6. Marianne Boyd Johnson Chair
    Sale
    $8.4M 100,000 shares at $84.49 5.8% of stake
    Traded May 1–5 Filed May 5
    ↗
  7. Stephen S. Thompson Chief Administrative Officer
    Sale
    $1.6M 19,530 shares at $83.59 47% of stake
    Traded Feb 27 Filed Mar 2
    ↗
  8. Josh Hirsberg CFO
    Sale
    $2.1M 23,924 shares at $85.86 5.2% of stake
    Traded Feb 26 Filed Mar 2
    ↗
  9. William R Boyd Director
    Sale
    $2.5M 30,000 shares at $84.84 1.5% of stake
    Traded Feb 18 Filed Feb 19
    ↗
  10. William R Boyd Director
    Sale
    $1.6M 20,000 shares at $80.36 1% of stake
    Traded Nov 7, 2025 Filed Nov 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 21 stock grants, 7 share withholdings for taxes, and 1 option exercise.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 8.01 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K/A 5.02 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 8.01 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $3.93B $4.09B
Net income $0.62B $0.578B $1.84B
Net margin * — 14.7% 45.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $529.32M $561.51M $530.73M
Total non-current assets * $5.74B $5.83B $6.04B
Total assets $6.27B $6.39B $6.57B
Total current liabilities $596.32M $622.68M $979.22M
Total equity $1.74B $1.58B $2.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $914.52M $957.08M $976.68M
Cash from investing -$0.264B -$0.434B $1.04B
Cash from financing -$0.637B -$0.51B -$1.98B
Net change in cash $12.86M $13.43M $37.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.